19 of 19 Client Onboarding Jobs in Somerset

Client Onboarding Administrator (6-month FTC) We have an opportunity for an Onboarding Administrator to join us on a six-month basis (FTC). You will be joining a friendly and talented team of 12 people reporting into a supportive and personable Manager. What makes … based in our Taunton office. This is a busy and varied role where you will be required undertake volume compliance tasks related to the client and matter take-on process on behalf of all our fee-earning teams. If you enjoy busy, varied work and working to tight deadlines … we welcome your application. Role: Client Onboarding Administrator Location: Taunton Hours: Full Time Term: FTC (6 months) Vacancy Reference: 1351-BTN Who we are You’ll be joining a national law firm that enjoys a strong reputation, made possible by our exceptional people – each chosen for their More ❯

Social network you want to login/join with: Cavenwell is a next-generation trust and fiduciary firm — client-obsessed, cross-border by design, and powered by technology. We provide global structuring, governance, and administration solutions to ultra-high-net-worth families, acting as the architects of wealth structures … tools modern fintechs and service firms use to move quickly and scale effectively. RESPONSIBILITIES Operational Infrastructure Design, document, and roll out core processes across client onboarding, compliance, finance, HR, and client service Build clear and scalable SOPs to capture institutional knowledge and reduce key-person dependency … on larger integrations (e.g. RPA, APIs, intelligent document workflows) Cross-Functional Delivery Serve as a day-to-day execution partner to finance, compliance, and client service leads Support the rollout of new jurisdictions, systems, or service offerings with strong operational planning and oversight Help develop and enforce internal service More ❯

project milestones around integration deliverables are met. Documentation & Knowledge Sharing Maintain integration documentation for internal teams and external partners. Develop technical guides and onboarding materials for customer system integration. Contribute to internal best practices on software integration patterns. Key Skills & Competencies Software Integration Expertise Proven experience integrating systems More ❯

Social network you want to login/join with: SuccessFactors Consultant - Onboarding & Recruitment (UK), Bath Client: Jigsaw Cloud Location: Bath, United Kingdom Job Category: Other - EU work permit required: Yes Job Views: 10 Posted: 06.06.2025 Expiry Date: 21.07.2025 Job Description: Ideal Applicant: Due to business expansion, we … You must have existing right to work in the UK or Ireland without Sponsorship. Job Purpose To ensure a successful implementation by meeting the client's requirements and expectations, advising on the impacts of their decisions, guiding the client on the options within the product, providing best practices … and driving adoption. The Consultant maintains a strong client relationship by establishing high levels of satisfaction and trust through proactive engagement. SuccessFactors Certifications Required Onboarding (THR97) Certification is required Recruitment Management (THR83) is ideal in addition to the Onboarding Certification Recruitment Marketing (THR84) is ideal More ❯

a growing business. What you’ll be doing: Managing, migrating, and supporting AWS environments Working on both production and non-production systems Supporting customer onboarding and cloud transformation projects Ensuring security, reliability, and operational excellence Staying ahead of AWS trends and best practices What we’re looking for More ❯

automation tools Collaborate on the network roadmap and infrastructure changes Lead post-incident reviews and maintain technical documentation Manage capacity planning, resilience, and customer onboarding Mentor junior engineers and lead operational improvement projects Manage vendor relationships and hardware/software procurement Participate in the on-call rota and More ❯

Social network you want to login/join with: Location: Client Sites across the United Kingdom This is a field-based role, 5 days per week. Join the AI Revolution in Contact Centres! Are you ready to be part of the future of contact centre technology? ConnexAI, a leading … to be the face of ConnexAI. We value customer service, so travel regularly is necessary for this role, as you will likely be on client sites most working days across the UK. Who We're Looking For: ConnexAI seeks driven individuals passionate about contact centre platforms and AI technology … the UK. Providing technical onsite training Offering support guidance to clients Being an essential part of advisory and escalation functions Assisting with project scoping, client onboarding, and documentation Are You the Right Candidate for Us? Professional and confident work ethic. Experience in the contact centre industry is More ❯

join with: Location: UK Based (No sponsorship available) Job Position: Contract – 6 months Work Pattern: Remote – 4 days total in Manchester & London for onboarding with their clients (expenses covered). Then fully remote for the rest of the contract I’m currently on the lookout for a C++ More ❯

administration position is part of a professional team and a role with plenty of variety. One day you might be helping onboard a new client or welcoming visitors. The next you're supporting internal events or helping ensure the monthly billing goes out on time. Full time or part More ❯

and expansion. You will work closely with our customers to ensure they achieve their business objectives through the effective use of Leasepath. Responsibilities: Customer Onboarding & Relationship Management: • Lead and manage the customer onboarding process, ensuring a smooth and efficient transition for new clients, setting them up … metrics, providing insights and recommendations to improve customer satisfaction and retention. Qualifications: • Proven experience in customer success or related role. • Strong understanding of customer onboarding, relationship management, and renewal processes. • Excellent communication, interpersonal, and presentation skills. • Ability to analyze data and identify trends. • Experience with CRM and customer More ❯

Social network you want to login/join with: Implementation and Customer Success Consultant, bath col-narrow-left Client: Tracker Location: bath, United Kingdom Job Category: Other - EU work permit required: Yes col-narrow-right Job Views: 4 Posted: 10.06.2025 Expiry Date: 25.07.2025 col-wide Job Description: We’re … ll lead implementation, configuration, and operational setup, optimising processes across warehouse operations, order management, and garment personalisation workflows. You’ll ensure a smooth onboarding experience, provide hands-on training and expert consultancy, and drive early value and long-term customer success. You’ll act as a trusted advisor … projects for Tracker’s SaaS platform managing all aspects from initial scoping, platform configuration to operational set-up and go-live. Deliver structured onboarding to ensure customers effectively adopt the platform for customer operations including warehousing, production workflows for garment decoration and dispatch. Advise customers on best practices More ❯

Social network you want to login/join with: Customer Success Manager (Aviation Tech), bath col-narrow-left Client: FBO One Location: bath, United Kingdom Job Category: Other - EU work permit required: Yes col-narrow-right Job Views: 5 Posted: 31.05.2025 Expiry Date: 15.07.2025 col-wide Job Description: Are … Customer Success Manager, you will: Develop strong customer relationships and serve as the primary point of contact between clients and our business. Lead onboarding for new customers, ensuring they quickly and effectively adopt FBO One. Provide training and demonstrations to help customers maximize the value of FBO One. More ❯

team. You'll have the opportunity to shape and establish our project management practices from the ground up end-to-end across the customer onboarding journey. The successful candidate will be responsible for overseeing the successful planning, execution, monitoring, control, and go-live of new software implementation projects … resources. If this sounds like a good fit for you, let us know! Key Responsibilities: Help architect end-to-end project management in customer onboarding – create and establish project management protocols and best practices from scratch, ensuring a scalable approach as the company grows Oversee all aspects of More ❯

up to 25% bonus We’re looking for a motivated, detail-oriented Audit Software Consultant to support strategic customer evaluations and implementations of our client's SaaS accounting solutions. You’ll collaborate with sales, product, and support teams to guide clients through onboarding … provide consultative advice, manage project plans, and help improve internal processes for scalable service delivery. Key Responsibilities: Partner with Strategic Account Managers on customer onboarding and implementation. Develop tailored project and demo strategies focused on client value. Coordinate cross-functional support to ensure smooth client experiences. … and scalable processes. Gather and relay customer feedback to support product innovation. Requirements: 4+ years in audit/accounting or 5+ years in a client-facing SaaS role. Strong communication, project coordination, and problem-solving skills. Experience in or understanding of technology in the accounting sector. Bonus: Chartered Accountant More ❯

Technical Resource Managers to build dedicated support teams for customers based on technical environment & service requirements. They will also be involved with new customer onboarding, ensuring that the technical support teams are ready and that there is sufficient capacity so as not to impact general service delivery. The … with Technical Resource Managers to build dedicated support teams for customers based on technical environment & service requirements Work with GS & PS to plan customer onboarding Support consultants on technical issue resolution and act as an escalation point for technical support incidents/tasks Implement service improvement initiatives and …/new tools Work with CSMs & SDMs to identify opportunities for customers to reduce costs and increase GM Manage Patching/Maintenance (calendars) Represent client needs at the weekly CAB (Change Advisory Board) Presales support to manage requests for information e.g. Tools Release, Oracle software end of life. Candidate More ❯

customer evaluations and implementations of our Clients SaaS accounting solutions. You’ll collaborate with sales, product, and support teams to guide clients through onboarding … provide consultative advice, manage project plans, and help improve internal processes for scalable service delivery. Key Responsibilities: Partner with Strategic Account Managers on customer onboarding and implementation. Develop tailored project and demo strategies focused on client value. Coordinate cross-functional support to ensure smooth client experiences. … and scalable processes. Gather and relay customer feedback to support product innovation. Requirements: 4+ years in audit/accounting or 5+ years in a client-facing SaaS role. Strong communication, project coordination, and problem-solving skills. Experience in or understanding of technology in the accounting sector. Bonus: Chartered Accountant More ❯

with existing SME accounts for expansion and renewals. This role is crucial to driving growth through direct engagement with prospects, ensuring a seamless onboarding process, and supporting customers throughout their lifecycle. It’s a great stepping stone to develop your closing skills and move towards a Mid-Market … larger opportunities for MM and Enterprise AEs. Identify, develop, and close expansion opportunities with existing SME accounts. Manage post-sale processes, ensuring smooth onboarding and access to the platform for new users, including but not limited to arranging and conducting user training and ensuring customer success post-implementation. More ❯

Align closely with Sales, Product, Support, and Implementation teams. Champion the voice of the customer internally to shape product roadmap and services. Support onboarding and customer enablement efforts as needed. Track KPIs and feature adoption rates. What Does Success Look Like? You deliver 110%+ Net Revenue Retention … What’s on Offer? Autonomy and ownership of a high-value portfolio and career progression in a growing, mission-led SaaS company. Structured onboarding, a collaborative team, and full travel reimbursement. Note: Due to high application volumes, if you have not been contacted within 7 days, please assume More ❯

harder while respecting our colleagues’ work life balance. Job Description This is a remote job. About You As an SEO Manager, you will be client facing when required but as you’ll be working with the client manager, you’ll not need to do any account management. Instead … SERP analysis. Defining the correct content approaches for our clients, identifying keywords to rank for and the type of content needed. Assisting with creating client reports and providing insights (our preference is Data Studio, but we’re not precious if you have a better solution). Training new strategists … the project manager to understand resource needs. Working with the head of SEO on improving current processes and defining new ones. Collaborating with the client manager on client retention and upselling presentations. Participating in pitches as needed to help onboard prospective clients. Being seen as an authority within More ❯